ALTO Exchange vs HoneyBook

Likelihood to Recommend

This is a good portal for accounting and even sales personel to use in their jobs if they are needing to access purchase orders from our customers

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Verified User

Account Manager in Sales

Wireless Company, 51-200 employees

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Because HoneyBook is so easy to use and set up, I would definitely recommend HoneyBook to a new small business owner who is looking to collect general client information and manage clients. I would not recommend HoneyBook to a larger company or really anyone that as a standard books more than 1 event on a day (the system sees that as a conflict and sends error messages). Anyone that wants to really make use of data should not use HoneyBook as that's not what this system is designed for.

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Verified User

Director in Professional Services

Media Production Company, 11-50 employees

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Feature Rating Comparison

ALTO Exchange

HoneyBook

Customer data management / contact management

Workflow management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

ALTO Exchange

HoneyBook

Case management

Help desk management

ALTO Exchange

HoneyBook

Lead management

ALTO Exchange

HoneyBook

Task management

Billing and invoicing management

Reporting

ALTO Exchange

HoneyBook

Customizable reports

ALTO Exchange

HoneyBook

Custom fields

Custom objects

ALTO Exchange

HoneyBook

Single sign-on capability

Role-based user permissions

ALTO Exchange

HoneyBook

Mobile access

Pros

Clean easy to navigate interface
Excellent and accurate customer service
Easy to get activated for both customer and vendor relations

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Verified User

Account Manager in Sales

Wireless Company, 51-200 employees

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Task reminders for leads and clients.
Automated emails based on workflow assignments.

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Kristin Cole

Owner

Sound Wave EventsEvents Services, 11-50 employees

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Cons

When submitting an invoice and error is generated the error is not too clear on how to fix the issue
Ability to scan or upload PDF invoice to customer
Email confirmation that invoice has been successfully submitted

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Verified User

Account Manager in Sales

Wireless Company, 51-200 employees

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The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.

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Verified User

Director in Professional Services

Media Production Company, 11-50 employees

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Alternatives Considered

N/A this was setup by my customer for us to use

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Verified User

Account Manager in Sales

Wireless Company, 51-200 employees

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We researched many other CRM programs before choosing HoneyBook (including Dubsado, DJ Event Planner, Zoho, Salesforce, and Intellivent). HoneyBook had the best offerings for the best price and has been a successful solution to our needs. The task management, pipeline, and task management for clients are unmatched and very easy to use. We were able to customize all of our emails, brochures, and contracts to match our brand and provide a streamlined experience for our clients. HoneyBook has also been excellent at continually improving the platform and having new releases on a consistent basis. Even if the software doesn't have all the things I need (we have worked through some kinks along the way due to our company size), they are constantly growing and improving. I have also received excellent customer service from everyone at HoneyBook even though I have been demanding at times. These are the reasons I have stayed with HoneyBook even though there are a couple of improvements to the system (related to team functionality and reporting) that we are waiting for. I would recommend this software to anyone in my industry!

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Kristin Cole

Owner

Sound Wave EventsEvents Services, 11-50 employees

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Return on Investment

Too early to tell just started using it

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Verified User

Account Manager in Sales

Wireless Company, 51-200 employees

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HoneyBook was very cost effective which was great for ROI!
HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.

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Verified User

Director in Professional Services

Media Production Company, 11-50 employees

View all 2 answers on this topic

Pricing Details

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Required

ALTO Exchange Editions & Modules

—

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

HoneyBook Editions & Modules

Edition

Unlimited Plan - Annual	$390¹
Starter Plan	$9²
Unlimited Plan - Monthly	$39²

Year
Month

Additional Pricing Details

—

Rating Summary

ALTO Exchange

HoneyBook

Likelihood to Recommend

ALTO Exchange

HoneyBook

Feature Rating Comparison

Customer data management / contact management

Workflow management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Case management

Help desk management

Lead management

Task management

Billing and invoicing management

Reporting

Customizable reports

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Mobile access

Pros

ALTO Exchange

HoneyBook

Cons

ALTO Exchange

HoneyBook

Alternatives Considered

ALTO Exchange

HoneyBook

Return on Investment

ALTO Exchange

HoneyBook

Screenshots

ALTO Exchange

HoneyBook

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

ALTO Exchange Editions & Modules

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

HoneyBook Editions & Modules

Edition

Additional Pricing Details

Rating Summary

Add comparison